David Beard

David E. Beard, CFA, founded Winterport Capital in 2008. Prior to founding Winterport, David co-managed a US equity focused long short hedge fund at portfolio at Morgens, Waterfall, Vintiadis & Co. and managed long only accounts at Trainor Wortham, both based in NYC. Previously he worked at Credit Suisse First Boston as a publishing senior sell side equity research analyst covering the homebuilding industry.

Currently Mr. Beard publishes sell side research on the coal, shipping and E&P industries for Iberia Capital Partners, a division of Iberia Bank (IBKC).

Mr. Beard is a CFA and has a AB Degree from Bowdoin College and a MBA from Columbia Business School. He is Series 7, 63, 86 & 87 ...More Licensed.

When not immersed in stocks or family activities, David has logged many thousands of miles of open ocean sailing, having cross the North Atlantic twice (as once was not enough), practices his contractor skills at his home in Sag Harbor, NY and enjoys a good mountain bike ride.